DWMG

DB Wealth Management Group Portfolio holdings

AUM $176M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.98%
2 Financials 1.8%
3 Consumer Discretionary 1.02%
4 Healthcare 0.62%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$27.4K 0.02%
310
202
$27.2K 0.02%
193
203
$27K 0.02%
795
204
$26.6K 0.02%
51
205
$26.6K 0.02%
587
206
$26.4K 0.02%
290
+13
207
$26.3K 0.02%
241
208
$26.1K 0.02%
344
209
$25.2K 0.02%
474
210
$25.2K 0.02%
400
211
$24.9K 0.02%
347
212
$24.6K 0.02%
800
213
$23.5K 0.01%
1,208
214
$23.3K 0.01%
211
215
$23.2K 0.01%
168
-31
216
$23.2K 0.01%
266
217
$22.9K 0.01%
845
218
$22.9K 0.01%
628
219
$22.6K 0.01%
700
220
$22.6K 0.01%
489
221
$22.2K 0.01%
204
222
$22K 0.01%
500
223
$21.7K 0.01%
262
224
$21.7K 0.01%
289
225
$21.1K 0.01%
188